On 4 February 2015, Winston Capital Partners hosted a group of fund managers at Kingsley's Steak house in Sydney to talk SMSF; and to bite into some of Australia's finest grass-fed beef - incredibly oRead more

Opera singers are said to have it – the ability to hear any musical note and tell you exactly what that note is – from A Minor to G Sharp with 100% accuracy. This skill is often referred to as theRead more

Should Australians be paying +400% more for ETFs than their U.S. counterparts? 25 September 2014

There has been a lot of press over the past couple of years about how much extra Australian consumers have to pay to access digital content, given the marginal cost of delivery between various regionsRead more

The Multi Manager Vertical Integration Champion is? 8 September 2014

There have been a number of articles written recently on the perils of vertical integration from a consumer’s point of view, especially in light of poor advice scandals within some of Australia’s Read more

In which suburban garage is Australia’s disruptive wealth strategy being formulated? 3 July 2014

Over the past five or so years, a number of new 'direct-to-consumer' digital wealth management models have emerged in the US and the UK, in an attempt to gain market share from those that cannot afforRead more

How managed accounts are redefining the independent advice market – 2 June 2014

For many years, the managed account industry has promised so much, but has failed to really fire, when compared with the incumbent administration solutions provided by the wrap and masterfund platformRead more

The title deserves an explanation...
Rod Dunn is an RI Advice financial adviser based in Bondi Junction in Sydney. I first met Rod about 10 years ago whiRead more

What can boutique fund managers learn from boutique wine makers to create a loyal fan base? 16 April 2014

When considering the two industries, the parallels are obvious – consider the wine industry structure but with your financial services hat on:
- There are multiple producers in each wine varietalRead more